Philanthropy Forward '18

Stop by to pick up your name badge, program and other conference materials at the registration desk.

This full-day comprehensive overview of the structure and operations of a community foundation is a deep dive for staff and board members that will explore topics including governance, gifts and funds, asset development, finance and investments, legal issues, operational sustainability and more. *Additional cost required.

• Build an understanding of the challenges and opportunities unique to this structure; and
• Learn how to be a more effective steward of community foundation resources, financial and otherwise.

Presenter
Rosemary Dorsa, vice president, Indiana Philanthropy Alliance, and director, Giving Indiana Funds for Tomorrow

Discuss efforts targeted at launching Ohio’s newest Americans and how funders can share information, best practices, public-private partnerships and possible collaboration.

Presenters
Angela Lloyd, executive director, Ohio Legal Assistance Foundation
Mary Sobecki, executive director, The Needmor Fund

Discuss the unique health and economic challenges Appalachian Ohioans face and how philanthropy is stepping up to create solutions. Learn about the illuminating 2017 study, Health Disparities in Appalachia and about the collaborative, state-level solutions it suggests. Hear how philanthropic institutions are changing the outlook for these communities and how you can be a part of the solution. 

Presenters
Susan Beaudry director of programs, Osteopathic Heritage Foundations
Eric Stockton, health program manager in the Division of Community Investment, Appalachian Regional Commission
Susan Urano, executive director, Athens County Foundation

Learning how to use the tools of improv can elevate how you show up in your personal and professional lives. An expert in business communication will help you develop your executive presence with an improv twist. Then tour ShadowBox Live®, the nation’s largest residential theater company and get the inside scoop on how to command any stage you’re on. Prepare to laugh, learn and grow!

Presenters
Stacie Boord, executive director, ShadowBox Live
Brooke Cartus, senior facilitator, ImprovEdge

Join this fast-paced learning tour to several social enterprises that are transforming the physical and economic landscape in the Franklinton community. Through philanthropic investment and partnership, revenue-generating nonprofit programs and for-profit social businesses are serving an important role to revitalize one of Central Ohio’s most chronically underserved communities, providing job opportunities and economic mobility while building community in this region.

Host
Emily Savors, director of grants management, The Columbus Foundation

Tour the Weinland Park neighborhood to learn about the public-private, place-based philanthropic model used to stop decline by stabilizing low-income families, returning life to long vacant properties and attracting new residents while not displacing long-term families. Hear about how this widely documented success story – that is still a work in progress – has attracted national funders. Please note that the tour includes walking for several blocks.

Host
Michael Wilkos, senior vice president, Community Impact, United Way of Central Ohio

Hear an intensive presentation on historical, institutional and systemic racism challenging deeply-held assumptions and revealing – with sobering clarity – the devastating impacts of persistent racial inequality on our nation’s most marginalized populations. *Additional cost required.

• Increase your shared understanding of racial inequality;
• Explore a racial equity analysis and consider its relevance and application; and
• Build knowledge to foster productive dialogue.

Presenter: Racial Equity Institute of Greensboro, NC

Tour the Ohio Statehouse, Senate Building and Atrium, buildings that are working government offices and a magnificent monument to the people and the period during which Ohio's democracy was founded and formed. Walk across Ohio in 20 seconds in the Map Room, stand on the spot where President Lincoln's body lay in repose more than 150 years ago and see the chamber where the legislature voted that 18-year-old citizens deserved the right to vote.

Celebrate the legacy of the Harlem Renaissance, a cultural and artistic explosion born in New York in 1918 that spread to other American cities, including Columbus, Cleveland and Cincinnati. Experience the epochal period’s exuberance that produced a groundswell of African American art, writing, theater, music, political thought and journalism. Enjoy elements of Columbus’ current diverse community of creators, makers and artists through this opportunity to appreciate the past and understand what the Harlem Renaissance can teach us about our nation today.

At the Annual Meeting breakfast, Philanthropy Ohio will announce its new strategic direction as well as the annual Philanthropy Award winners.

Successful change requires all voices and voters at the table to be heard and valued. The Bridges Out of Poverty model is an antidote to current divisiveness, facilitating dialogue and respect among stakeholders and offering policy direction for elected officials. Explore a roadmap for coming together as individuals, institutions and communities to help people get out of poverty and create communities, states and a country where everyone can live well.

Following a primer on Sociopsychonomics^TM: How Social Classes Think, Act and Behave Financially in the Twenty-First Century from author Lawrence Funderburke, you’ll hear from co-authors Philip E. DeVol (also co-author of Bridges Out of Poverty, author of Getting Ahead in a Just-Gettin’-By World and Bridges to Sustainable Communities) and Gene Krebs, who served eight years in the Ohio House of Representatives and has focused on practical, nonpartisan solutions to major issues confronting our nation.

Presenters
Lawrence Funderburke, MBA, Sociopsychonomics^TM: How Social Classes Think, Act and Behave Financially in the Twenty-First Century
Philip E. DeVol, co-author, Bridges Across Every Divide: Policies and Practices to Reduce Poverty and Build Communities
Gene Krebs, co-author, Bridges Across Every Divide: Policies and Practices to Reduce Poverty and Build Communities

Discussion Host
Lisa Courtice, president and CEO, United Way of Central Ohio

In the face of humanitarian crises of growing frequency and intensity, donors are giving record amounts with unprecedented speed, often making decisions based on impulse and limited information. This session will help you make more thoughtful disaster-related giving decisions and maximize the impact of contributions for long-term recovery.

• Explore how to increase the effectiveness of contributions given to disasters with an emphasis on recovery and disaster risk reduction; and
• Learn about the life cycle of disasters, from preparedness and planning, to relief, rebuilding and recovery efforts

Presenter
Robert G. Ottenhoff, President & CEO, Center for Disaster Philanthropy

Discover how to cut through the clutter by creating and delivering meaningful marketing that converts leads into loyalty, employees into devotees and limited budgets into renewable resources. The difference between having a story that is meaningful – to donors, employees, community leaders and constituents – and one that is not, is the difference between success and failure.

• Learn the method used by the world’s best-loved and most profitable brands to cut through the clutter and understand how to translate this formula to your organization;
• Discover the unique building blocks of meaning (and identify gaps to address); and
• Create a personalized action plan to discover, codify and deliver meaningful marketing for your organization.

Presenter
Haley Boehning, co-founder and principal, StoryForge

See how foundations use Program Related Investments (PRIs) to create social impact, going beyond grantmaking to help achieve program goals, cultivate partnerships, catalyze equitable investment and fulfill charitable missions.

• Learn about PRIs in Ohio, who’s making them and for what activities; and
• Discuss key considerations when looking to utilize PRIs to achieve your organization’s charitable purposes.

Presenters
Deborah Hoover, President & CEO, Burton D. Morgan Foundation
Robert Jaquay, Associate Director, The George Gund Foundation
Molly Schnoke, project manager, Center for Community Planning & Development, Maxine Goodman Levin College of Urban Affairs, Cleveland State University
Teleange’ Thomas, director, Foundation Center – Midwest

Explore ways you can address the opiate addiction crisis as colleagues discuss their efforts, early results and lessons learned.

• Learn about the investments Ohio philanthropy is making; and
• Discuss a variety of ways to engage in your community to reverse addiction trends.

Presenters
Molly Culbertson, Manager, Community Relations, Cardinal Health
Sarah Evans, program manager, Open Society Foundations
Kate Keller, vice president, Interact for Health
John Mullaney, executive director, The Nord Family Foundation
Megan Wancyzk, vice president, Foundation for Appalachian Ohio

Be inspired and energized while learning practical and proven strategies to measure impact and achieve lasting social change as you explore case studies from Ohio funders.

• Discover how impact measurement achieves greater rates of social change and generates new sources of partnerships and funding;
• Define success measures and learn proven strategies to effectively measure impact and outcomes; and
• Move toward creating solid organizational structures that are the foundation of high-performance cultures.

Presenter
Sheri Chaney Jones, president, Measurement Resources Company

Learn how to decide whether to start or join a collaborative community problem-solving effort. Explore lessons learned from the field, group exercises and essential questions to ask and strategic choices to make in community efforts.

• Consider tools to assess your readiness before joining or beginning collaborative community problem solving;
• Understand the complicated dynamics of funder roles in community problem solving; and
• Gain insights on what works and what doesn’t from national expert and peer experiences.

Presenters
Jeffrey Glebocki, founder & lead advisor, Strategy + Action/Philanthropy
David Moore, president, Moore Strategic Consulting

Hear a broad economic and market update that includes the outlook for 2018 returns.

• See a current view on the equity and fixed income markets and the outlook for returns in 2018;
• Consider the health of the US economy; and
• Hear an update on the Federal Reserve.

Presenter
Scott A. Schropp, CIMA, CAP, CTFA, CPFA, managing director - Global Institutional Consultant, The Iles Schropp Group - Merrill Lynch

Do your eyes glaze over when you’re presented with a grantee’s audited financials? Gain tips on how to interpret these important documents so that you can identify key information, ask the right questions and get the answers you need.

Presenter
Steve Phallen, vice president of finance and administration, Philanthropy Ohio

Explore why grounding is important in life, from a health perspective and in developing your internal practices of leadership. Experience the core body practice of “presencing” and centering and see how being in a centered place can help you make good decisions.

Presenter
Michelle Vander Stouw, facilitator and thought partner, OnPointe.

Tour the hotel’s stunning art collection comprised of over 150 original pieces by Central Ohio artists. Hilton Columbus Downtown was built with local and national art talent in mind, with artwork that changes seasonally and is displayed in function space, guest rooms and public areas.

Award-winning Native American funder Edgar Villanueva weaves a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance, offering a prescription for restoring balance and healing our divides using the guidance of indigenous wisdom.

Presenter
Edgar Villanueva, vice president, programs & advocacy, The Schott Foundation for Public Education, and author, Decolonizing Wealth.

Consider foundation practices in relation to building, sharing and wielding power as you explore case studies and gain confidence in identifying opportunities to align your organization’s operations, relationship-building and grantmaking with the goals, needs and strategies of the communities you seek to benefit. No matter size, location or mission, every foundation influences equity through an inherent relationship to power.

• Consider the role of philanthropic power and privilege in advancing equity goals; and
• Learn how to use a self-assessment guide designed to help you examine your relationship to power across three dimensions: building, sharing and wielding power.

Presenter
Kristi Andrasik, LISW-S, program officer, The Cleveland Foundation,
Lisa Ranghelli, senior director of assessments and special projects, National Committee for Responsive Philanthropy

Learn how to increase endowment assets at your community foundation or United Way and strengthen local nonprofit organizations by creating an Endowment Building Institute, composed of structured, multi-session educational workshops.

Learn how to:

• Create a multi-session endowment building program;
• Strengthen community nonprofits; and
• Increase endowment assets by educating nonprofit organizations.

Presenter
Diana Newman, executive vice president, Benefactor Group
Connie Hawk, director, Licking County Foundation
Megan Evans, donor services officer, Licking County Foundation

Find out how one foundation transformed its culture as you explore the process it used to achieve a high-performing, internal culture that leads to measurable outcomes.

• Understand the importance of developing organizational culture;
• Comprehend the purpose of organizational culture development; and
• Learn the process to achieve a high-performing organizational culture.

Presenters
Dora Anim, chief operating officer, The Greater Cincinnati Foundation
Diane Egbers, president/founder, Leadership Excelleration

Learn how to leverage Encore resources in addressing society’s most pressing issues as you build understanding of how the demographic shift in aging presents opportunities to engage post-retirement people who have time and talent to commit to an Encore experience.

• Learn about the Encore movement and the service and funding models used to connect NPOs with Encore resources; and
• Explore a model for engaging Encore resources to advance the greater good by hearing about The Dayton Foundation’s Del Mar Encore Fellows Initiative.

Presenter
Sherre Collier, Del Mar Encore Fellow, The Dayton Foundation
Linda Fischbach, Del Mar Encore Fellow, The Dayton Foundation
Vel Hux, Del Mar Encore Fellow, The Dayton Foundation
Barbra Stonerock, vice president, Community Engagement, The Dayton Foundation
Noreen Willhelm, senior fellow, Del Mar Encore Fellows Initiative, The Dayton Foundation

Build your understanding of how advocacy can advance your organization’s mission as you dip into case studies and tools that advance the work.

• Gain practical advice and tools for beginning or expanding your policy engagement; and
• Understand the roles you can play, from funding to direct engagement alone or in collaboration.

Presenters
Keith Burwell, president, Toledo Community Foundation
Marcia Egbert, senior program officer, human services, The George Gund Foundation
Margaret Hulbert, senior vice president, United Way of Greater Cincinnati
John Mullaney, executive director, The Nord Family Foundation

Learn how community network building, as practiced by the Neighbor Up Network, is making significant personal, community and systemic change across Greater Cleveland, connecting individuals with jobs, arts and culture, educational opportunities, urban farming, health equity and other critical community-building needs. Hear how this small grants program has become a nationally-recognized model for building community capacity by investing in people and place, influencing positive social change through community network building and grassroots funding.

• Understand the concept of community network building and how it is practiced by Neighbor Up;
• Learn about the role funders can play to promote community network building to enact positive outcomes in their communities; and
• Understand how you can apply the practices of the Neighbor Up Network and community network building in your community.

Presenter
Nelson Beckford, program director, Neighborhood Revitalization & Engagement, Cleveland Foundation
Erika Brown, comunity network builder, Neighborhood Connections
Leslie Dunford, vice president for administration and strategic projects, Cleveland Foundation
Kaela Geschke, wealth initiatives + community network builder, Neighborhood Connections
Tom O'Brien, program director, Neighborhood Connections

Hear about a successful shared fundraising model led by Northwest Ohio’s ProMedica – a 28-county health system and community anchor institution – with the goal of catalyzing local change by boosting the impacts of small, local nonprofits through access to donors, technical assistance and resources.

• Explore how community fundraising systems can be restructured and/or unified to tackle local problems;
• Consider seeking non-traditional partners well-positioned to assist; and
• Identify the “why” for a new model of leveraging and channeling community resources.

Presenter
Gary M. Cates, chief philanthropy officer, ProMedica
Adam Reny, executive director, The First Tee of Lake Erie
Aly Sterling, president and founder, Aly Sterling Philanthropy

Learn about an innovative partnership among policy advocates, community organizers and the philanthropic community. Working together, these partners are positioned to safely and significantly reduce the number and racial disparity of incarcerated people in Ohio while redirecting resources to local communities for desperately needed social services. Explore the role funders can play in advancing meaningful policy change while investing in leadership development and infrastructure for the long term.

• Gain information and consider action opportunities related to justice system reform initiatives underway;
• Reflect on different ways of working across funders and grantees; and
• Learn how funders can proactively approach systems change work.

Presenter

DaMareo Cooper, executive director, Ohio Organizing Collaborative
Marcia Egbert, senior program officer, human services, The George Gund Foundation
Stephen JohnsonGrove, deputy director of policy, Ohio Justice and Policy Center
Helena Huang, program officer, Ford Foundation / Art for Justice Fund
Judy Wright, director, Ohio Transformation Fund

Learn what happened when a 100-year-old organization actively worked to flip the power in the traditional grantor-grantee-community relationship, broadening perspective and impact. Hear about one journey in becoming a family-centered, equity-focused catalyst for change.

• Explore how organizations can address power dynamics within grantor-grantee-community relationships;
• Hear strategies and experiences in incorporating community & family voice in decision-making; and
• Reflect on key observations in internally managing change in practice.

Presenter
Mike Baker, director, community change, United Way of Greater Cincinnati
Jena Bradley, manager, community change, United Way of Greater Cincinnati

Explore how funders can leverage their role as convener to improve civic engagement in their communities, with examples and learnings from work in Akron and Cleveland.

• Understand the definition of a ‘civic commons’ and what it means to participate in civic life;
• Explore how public spaces and peoples’ connections (or lack thereof) to them have far-reaching implications for the fabric of our society and democracy; and
• Learn how funders and other philanthropic organizations can promote vibrant, life-enhancing public spaces, whether the project budget is $100 or $1 million+.

Presenters
Nelson Beckford, The Cleveland Foundation;
Kyle Kutuchief, John S. and James L. Knight Foundation

Learn what you can do to help build a culture of innovation and collaboration where employees unitedly carry out the mission, vision, values and strategic direction of your organization. Learn how to build and steward a culture that positively impacts employees’ personal and professional fulfillment and accomplishments.

• Understand why organizational culture is more important than ever to attract and retain top talent and optimize organizational output;
• Learn how to assess current perceptions of your organizational culture and address them; and
• Understand how to thread organizational culture throughout the talent management process, tying it to professional development and performance reviews.

Presenters

Monica Brown, vice president, human resources, Cleveland Foundation
Danielle Hanna, human resources manager, Cleveland Foundation
Jeremy Short, director, diversity & inclusion, The Americas Group / Sherwin Williams

Explore what philanthropy can learn and elevate from one organization’s work centered on equity and access in parks and its broader application to environmental organizations meaningfully serving and connecting with communities of color.

• Understand the current disconnect between communities of color and environmental organizations/park districts and the mutual benefit to environmental/park organizations and communities of color to bridge this disconnect; and
• Using Conservancy for Cuyahoga Valley National Park as a case study, learn how environmental and park organizations can work to reach more diverse audiences and make meaningful systemic change.

Presenter
Stephen Love, program officer, Cleveland Foundation
John Mitterholzer, senior program officer, The George Gund Foundation
Kim Smith Woodford, community volunteer
Deb Yandala, CEO, Conservancy for Cuyahoga Valley National Park

Breakfast provides space to gather with peers with similar roles to share knowledge and make new contacts.

Connect with peers from Cohorts 1, 2 and 3 of the Authentic Leadership in Philanthropy program to share and hear updates about individual leadership journeys and identify future needs to help support stepping into leadership.

Presenter
Michelle Vander Stouw, principal, OnPointe.

Learn how using the principles of improvisation will help you be more decisive, pivot gracefully and enjoy the unexpected just a little more with this highly energetic morning plenary.

Presenter
Karen Hough, founder and CEO, ImprovEdge

Designed to support your role at your organization, engage in rich discussions on the challenges and opportunities facing the communities you serve and develop a supportive network of peers. Reflect, share and crowd-source ideas about how to integrate learnings from the conference into your work as you identify and prioritize actions to take individually and collectively to move beyond ideas and get to solutions.

King Philanthropies president & CEO and Stanford Graduate School of Business Lecturer Kim Jonker explains how to jumpstart your performance and achieve extraordinary results for your organization. Nonprofits and funders will learn how the application of essential components of strategic leadership can attract greater financial support and leverage that funding to maximum effect. These strategies form an “engine of impact” that organizations must build, tune and fuel if they hope to make a real difference in the world.

Presenter
Kim Starkey Jonker, president and CEO, King Philanthropies, Stanford Graduate School of Business; and author, Engine of Impact: Essentials of Strategic Leadership in the Nonprofit Sector